Kadensa Capital as of Dec. 31, 2017
Portfolio Holdings for Kadensa Capital
Kadensa Capital holds 12 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 25.7 | $13M | 137k | 94.00 | |
| China Lodging | 16.6 | $8.3M | 58k | 144.42 | |
| Himax Technologies (HIMX) | 16.4 | $8.2M | 787k | 10.42 | |
| Yum China Holdings (YUMC) | 10.5 | $5.3M | 132k | 40.02 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 6.2 | $3.1M | 233k | 13.33 | |
| Secoo Holding Ltd - | 5.8 | $2.9M | 300k | 9.66 | |
| Sogou | 4.4 | $2.2M | 191k | 11.57 | |
| Ctrip.com International | 3.9 | $2.0M | 44k | 44.09 | |
| REPCOM cla | 3.1 | $1.6M | 14k | 113.09 | |
| 58 Com Inc spon adr rep a | 3.0 | $1.5M | 21k | 71.58 | |
| Silicon Motion Technology (SIMO) | 2.2 | $1.1M | 21k | 52.97 | |
| Gds Holdings ads (GDS) | 2.2 | $1.1M | 50k | 22.54 |
